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"Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”
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"Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning."
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“I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."
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“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”
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“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …
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“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”
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“At GFOS, we have always put our client interests at the heart of every investment decision we make. Backstop has empowered us with a better way to collaborate and synthesize critical information on a timely basis. Our experience has been very positive since day one, with the entire implementation process …
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“We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”
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“Follow up very responsive and creative with solutions. Client focused.”
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“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …
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“I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of …
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"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”
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"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”
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“We were really looking for where we could get the most bang for our buck when it came to software spend, especially after using an outdated, very manual system before. One of the main points that made the transition to Backstop such an easy decision was relationship tracking. Previously, we …
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“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”